OPERATION HOPE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OPERATION HOPE INC (EIN 95-4378084)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-30
- IRS object ID
- 201842429349301129
- Schema version
- 2017v2.2
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-30T16:37:20-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON AND BLOODGOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 N BRAND BLVD 14th Floor | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954378084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERATION HOPE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPER | BusinessNameControlTxt |
| Phone | 2138912901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE STREET NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA WARD | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAHAK LOUSSINIAN | PreparerPersonNm |
| PTIN | P00961999 | PTIN |
| Phone | 8186375000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Gross Receipts | $15,295,040 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.OPERATIONHOPE.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The mission of Operation HOPE, Inc. (HOPE) is silver rights empowerment, making free enterprise work for everyone. We accomplish this through our work on the ground as the nonprofit private banker for the working poor, the underserved and struggling middle class. We achieve our mission by being the best-in-class provider of financial literacy empowerment for youth, financial capability for communities, and ultimately, financial dignity for all.Our Banking on Our Future division focuses on keeping the most at risk youth from repeating the cycles of poverty and despair that has trapped so many in their families and communities by teaching them basic financial literacy, or what we call "the global language of money." Our HOPE Business In A Box / Gallup HOPE Index division focuses on inspiring a generation of young people to become future American assets of economic energy, small business and entrepreneurship. Our HOPE Inside give clients the resources to improve their financial situations | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 229 | TotalEmployeeCnt |
| Total Volunteers | 2556 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $15,356,182 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,659,400 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,162 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,076 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$8,527 | PYOtherRevenueAmt |
| CY Other Revenue | -$375,436 | CYOtherRevenueAmt |
| PY Total Revenue | $15,354,817 | PYTotalRevenueAmt |
| CY Total Revenue | $15,295,040 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,779,234 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,264,876 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $564,549 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,805,743 | PYOtherExpensesAmt |
| CY Other Expenses | $4,762,880 | CYOtherExpensesAmt |
| PY Total Expenses | $14,584,977 | PYTotalExpensesAmt |
| CY Total Expenses | $15,027,756 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $769,840 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $267,284 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,920,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,079,672 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,578,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,708,539 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,341,505 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,371,133 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Operation HOPE, Inc. (HOPE) is silver rights empowerment, making free enterprise work for everyone. We accomplish this through our work on the ground as the nonprofit private banker for the working poor, the underserved and struggling middle class. We achieve our mission by being the best-in-class provider of financial literacy empowerment for youth, financial capability for communities, and ultimately, financial dignity for all.Our Banking on Our Future division focuses on keeping the most at risk youth from repeating the cycles of poverty and despair that has trapped so many in their families and communities by teaching them basic financial literacy, or what we call "the global language of money." Our HOPE Business In A Box / Gallup HOPE Index division focuses on inspiring a generation of young people to become future American assets of economic energy, small business and entrepreneurship. Our HOPE Inside give clients the resources to improve their financial situations | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,532,346 | ExpenseAmt |
| Revenue | $9,905,989 | RevenueAmt |
| Desc | The Operation HOPE Inside Empowerment Centers is a working one stop model location for empowerment. The HOPE Inside offices provide personalized service and focused attention for the purpose of improving consumer credit scores above the 700 level and creating community stakeholders. By converting renters into home-owners and dreamers into viable business owners, increasing net worth and improving the economic quality of life for individuals and families in emerging markets, HOPE works towards its overall mission of eradicating poverty.The HOPE Inside offices are able to accomplish these objectives by providing innovative empowerment services that consist of adult financial literacy workshops, money management, budgeting counseling, mortgage and business lending counseling, investment and retirement planning counseling, home buyer down payment assistance matching grants, small business technical assistance, and post funding counseling. Operation HOPE currently has 126 HOPE Inside locations with an additional 19 locations in progress for 2018. Programs Offered: -Financial Literacy Workshops-Entrepreneurial Training-Foreclosure Prevention Counseling-Money Management Counseling-Homeownership Counseling-Small Business Counseling-Credit counseling | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,240,417 | ExpenseAmt |
| Revenue | $995,777 | RevenueAmt |
| Desc | The Banking on Our Future program elevates the dignity, hope and economic self-sufficiency of youth in low-wealth and underserved communities through financial literacy and empowerment. The program is a global delivery system for financial education for youth ages 9-18 provided at no cost to school districts and community based organizations with a focus on under-served communities. It consists of five modules: I. A Course in Dignity, II. Basics of Budgeting, III. Get Smart About Banking, IV. The Fundamentals of Credit and V. Introduction to Saving and Investing that are taught by volunteer HOPE Corps members who are trained to break down their knowledge of banking and credit into terms that youth can understand and utilize immediately. In addition to financial education, the students are left with a message of empowerment, a message of responsibility, and most important, a message of HOPE. The Banking on Our Future program currently operates in 304 U.S. cities and 7 providences in South Africa. Banking on Our Future is the recipient of the 11th John Sherman Award for financial education given by The United Stated Treasury Department in the history of the United States. HOPE Business In A Box Academies (HBIABA), powered by the Gallup-HOPE Index, is a national initiative carried out by Operation HOPE to harness the economic energy of youth and bring positive business role models into underserved communities. The goal of the initiative is to reconnect the power of education to the power of aspiration, spurring local job creation, spiking local GDP growth, and therein insuring the future prosperity of our students and our nation. HOPE Corps volunteers and Business Role Models from the local business community, colleges and universities deliver the HBIABA program in low-to-moderate income community middle and high school classrooms across the United States. HBIABA is implemented in seven vital phases.Phase I: Gallup-HOPE IndexThe Gallup-HOPE Index assesses youth level of hope, well-being, engagement, financial literacy and economic energy, through a 100-year partnership with Gallup.Phase II: Banking on Our Future (BOOF) Financial Dignity ProgramStudents are educated and empowered through five learning modules taught by HOPE Corps volunteers from the business community: A Course in Dignity, Basics of Budgeting, Get Smart About Banking, Fundamentals of Credit, and Introduction to Saving and Investing. Phase III: HOPE Business In A Box Academy (HBIABA) Entrepreneurship ProgramStudents participate in four modules: Basics of Business, Developing Your Business Idea, Developing a Financial Plan for your Business, Communication and Public Speaking SkillsPhase IV: Classroom and School-Wide Pitch EventsStudents participate in a classroom event where they pitch their business idea to their teachers, fellow classmates, and community business members that serve as judges. The winners of the classroom pitch events then participate in a school-wide pitch event against other classroom winners. Phase V: Business Role Model Empowerment ProgramSchool-wide pitch winners are connected to Business Role Models in their community for 10 one-on-one hours of business development and coaching.Phase VI: Presentation of Business Plans for Business Start-Up GrantStudents present their business plan to Operation HOPE staff to qualify for a business start-up grant for up to $500.As part of Operation HOPEs national initiative, Project 5117, Operation HOPE will educate 5,000,000 million youth by 2020 and engage 1,000,000 youth in the HOPE Business In A Box Academies intervention. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $426,791 | ExpenseAmt |
| Revenue | $472,710 | RevenueAmt |
| Desc | HCA is HOPEs Emergency Response and Disaster Financial Preparedness Division. HCA is a part of a strong network of first responders to disasters in the United States that address the immediate financial needs of disaster victims. HCA mobilizes in times of disasters like Hurricane Katrina and super-storm Sandy in helping individuals and small businesses prepare for disasters and to recover after disasters. Through our database of professional HOPE Corp volunteers, and full time staff HCA is able to provide emergency disaster case management to survivors facing financial crisis by counseling on money and credit.The Disaster Preparation and Recovery Division HOPE Coalition America(HCA) assist individuals and families prepare for emergencies anddisasters by conducting Family Preparedness Seminars and providesdisaster recovery information and guidance to individuals, smallbusinesses and communities after disasters. Three principle signatureproducts the Disaster Financial Recovery Score(DFR SCORE), thePersonal Disaster Preparedness Guide and the Emergency Financial FirstAid Kit allows HCA to provide vital services through relationshipswith FEMA, the American Red Cross, Volunteer Organizations Active inDisasters, the Economic Development Administration and corporatefunders. Through these and other relationships HOPE Coalition Americahas responded to fifty-six large disaster a and over 100 smalldisasters and emergencies. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,199,554 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 229 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | OC | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHAEL DOFF | PersonNm |
| Phone | 2138912905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 WEST 7TH STREET 812025 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90081 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN BRYANT | |||||||||
| CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $507,500 | $0 | $27,689 | ||
| BRYAN JORDAN | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIPPE BOURGUIGNON | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM CLIFTON | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT WEBB | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTO R HERENCIA | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL AROUGHETI | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN RYAN ESQ | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANDITA BAKHSHI | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS VAZQUEZ | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN STEINOUR | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN ALEMANY | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK MARTELL | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN POLK | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BILL ROGERS JR | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF SCHMID | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL WENGER | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEFAN WILSON | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES WELLS III | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY WENNES | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHAEL DOFF | |||||||||
| EVP/CAO | 40.00 | 0.00 | Yes (X) | $212,500 | $0 | $21,631 | |||
| WILLIAM WALBRECHER | |||||||||
| PRESIDENT & COO | 40.00 | 0.00 | Yes (X) | $27,000 | $0 | $368 | |||
| DAVE MATTHEWS | |||||||||
| COO/CFO | 40.00 | 0.00 | Yes (X) | $223,077 | $0 | $13 | |||
| ANITA WARD | |||||||||
| EVP/CTO | 40.00 | 0.00 | Yes (X) | $258,654 | $0 | $14,294 | |||
| MARY HAGERTY | |||||||||
| SVP CHIEF BOOF | 40.00 | 0.00 | $137,600 | $0 | $15,881 | Yes (X) | |||
| LANCE TRIGGS | |||||||||
| EVP/CHIEF OF STAFF | 40.00 | 0.00 | $142,500 | $0 | $17,956 | Yes (X) | |||
| KEVIN BOUCHER | |||||||||
| DIRECTOR | 40.00 | 0.00 | $100,000 | $0 | $17,263 | Yes (X) | |||
| JENA ROSCOE | |||||||||
| SVP GOVT AFFAIRS | 40.00 | 0.00 | $122,350 | $0 | $7,850 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,731,181 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $122,945 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROD MCGREW | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8306 WILSHIRE BLVD SUITE 484 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTATION | ServicesDesc |
| Compensation | $116,919 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,715,486 | GovernmentGrantsAmt |
| All Other Contributions | $13,943,914 | AllOtherContributionsAmt |
| Total Contributions | $15,659,400 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,076 | TotalRevenueColumnAmt |
| Exclusion | $11,076 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| BOOK SALE | $2,569 | $2,569 |
| COMMISSIONS | ||
| CYBER CAFE | $9,082 | $9,082 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$387,087 | TotalRevenueColumnAmt |
| Exclusion | -$387,087 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$375,436 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,295,040 | TotalRevenueColumnAmt |
| Exclusion | -$364,360 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,731,181 | TotalAmt |
| Program Services | $1,476,454 | ProgramServicesAmt |
| Management And General | $200,134 | ManagementAndGeneralAmt |
| Fundraising | $54,593 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,144,344 | TotalAmt |
| Program Services | $6,093,122 | ProgramServicesAmt |
| Management And General | $825,926 | ManagementAndGeneralAmt |
| Fundraising | $225,296 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,004 | TotalAmt |
| Program Services | $50,322 | ProgramServicesAmt |
| Management And General | $6,821 | ManagementAndGeneralAmt |
| Fundraising | $1,861 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,165 | TotalAmt |
| Program Services | $566,440 | ProgramServicesAmt |
| Management And General | $76,781 | ManagementAndGeneralAmt |
| Fundraising | $20,944 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,182 | TotalAmt |
| Program Services | $551,021 | ProgramServicesAmt |
| Management And General | $96,074 | ManagementAndGeneralAmt |
| Fundraising | $19,087 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,627 | TotalAmt |
| Program Services | $126,730 | ProgramServicesAmt |
| Management And General | $34,499 | ManagementAndGeneralAmt |
| Fundraising | $15,398 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,701 | TotalAmt |
| Program Services | $310,353 | ProgramServicesAmt |
| Management And General | $188,650 | ManagementAndGeneralAmt |
| Fundraising | $27,698 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,886 | TotalAmt |
| Program Services | $434,830 | ProgramServicesAmt |
| Management And General | $66,186 | ManagementAndGeneralAmt |
| Fundraising | $88,870 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,817 | TotalAmt |
| Management And General | $135,817 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,345 | TotalAmt |
| Program Services | $89,695 | ProgramServicesAmt |
| Management And General | $698 | ManagementAndGeneralAmt |
| Fundraising | $1,952 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,888 | TotalAmt |
| Program Services | $121,528 | ProgramServicesAmt |
| Management And General | $51,370 | ManagementAndGeneralAmt |
| Fundraising | $990 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM & EVENT EXPENSES | $747,001 | $732,204 | $10,364 | $4,433 |
| PROFESSIONAL FEES | $735,823 | $514,647 | $200,057 | $21,119 |
| COMMUNICATIONS | $465,160 | $378,028 | $73,552 | $13,580 |
| PUBLIC RELATIONS | $312,566 | $205,558 | $107,234 | -$226 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,066 | TotalAmt |
| Program Services | $548,622 | ProgramServicesAmt |
| Management And General | $189,490 | ManagementAndGeneralAmt |
| Fundraising | $68,954 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,027,756 | TotalAmt |
| Program Services | $12,199,554 | ProgramServicesAmt |
| Management And General | $2,263,653 | ManagementAndGeneralAmt |
| Fundraising | $564,549 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,153,892 | BOYAmt |
| EOY | $2,588,224 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,595,096 | BOYAmt |
| EOY | $10,660,071 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,599 | BOYAmt |
| EOY | $276,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,160,178 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,815,271 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,252 | BOYAmt |
| EOY | $344,907 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,488 | BOYAmt |
| EOY | $210,264 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,920,327 | BOYAmt |
| EOY | $14,079,672 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,620 | BOYAmt |
| EOY | $2,240,406 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,981,202 | BOYAmt |
| EOY | $3,468,133 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,578,822 | BOYAmt |
| EOY | $5,708,539 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,621,814 | BOYAmt |
| EOY | -$9,191,416 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,963,319 | BOYAmt |
| EOY | $17,562,549 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,341,505 | BOYAmt |
| EOY | $8,371,133 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,920,327 | BOYAmt |
| EOY | $14,079,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $267,284 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | -$237,656 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,078,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,191,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,982,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,356,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,659,400 | CurrentTaxYearAmt |
| Total | $71,268,853 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,078,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,191,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,982,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,356,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,659,400 | CurrentTaxYearAmt |
| Total | $71,268,853 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,767,436 | SubstantialContributorsTotAmt |
| Public Support Total170 | $66,501,417 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $206 | CurrentTaxYearMinus3YearsAmt |
| Total | $526 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$13,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$375,436 | CurrentTaxYearAmt |
| Total | -$133,628 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $71,135,751 | TotalSupportAmt |
| Public Support CY170 | 0.93490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $998,188 | OtherCostOrOtherBasisAmt |
| Depreciation | $658,032 | DepreciationAmt |
| Book Value | $340,156 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,119,406 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,114,655 | DepreciationAmt |
| Book Value | $4,751 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,584 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,584 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $344,907 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,684,568 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $2,389,528 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,389,528 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,295,040 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $15,295,040 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,654,940 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,627,184 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,627,184 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,027,756 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $15,027,756 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | HOPE believes that it has appropriate support for any tax position taken and, as such, does not have any uncertain tax positions that would require recognition or disclosure at December 31, 2016. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| GAUTANG PROVINCE | 1 | 1 | FINANCIAL LITERACY | BOOF PROGRAMS IN SCHOOLS | $80,281 |
| WESTERN CAPE PROVINCE | 1 | 1 | FINANCIAL LITERACY | BOOF PROGRAMS IN SCHOOLS | $29,834 |
| SOUTH AFRICA JOHANNESBURG | 1 | 2 | FINANCIAL LITERACY | BOOF PROGRAMS IN SCHOOLS | $3,421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $113,536 | SubtotalSpentAmt |
| Total Spent | $113,536 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt |
|---|---|---|---|---|---|
| ANITA WARD | |||||
| EVP/CTO | $221,154 | $37,500 | $14,294 | $272,948 | |
| DAVE MATTHEWS | |||||
| COO/CFO | $223,077 | $13 | $223,090 | ||
| JOHN BRYANT | |||||
| CEO | $290,000 | $217,500 | $19,658 | $535,189 | $8,031 |
| LANCE TRIGGS | |||||
| EVP/CHIEF OF STAFF | $125,000 | $17,500 | $17,331 | $160,456 | $625 |
| MARY HAGERTY | |||||
| SVP CHIEF BOOF | $120,000 | $17,600 | $15,881 | $153,481 | |
| RACHAEL DOFF | |||||
| EVP/CAO | $175,000 | $37,500 | $17,996 | $234,131 | $3,635 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE 990 IS REVIEWED BY THE FOLLOWING GROUPS, IN THIS ORDER, FOR APPROVAL.1. CONTROLLER2. PRESIDENT AND CAO3. CEO4. The BOARD OF DIRECTORS' APPROVED AUDIT COMMITTEE MEMBERS |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | HOPE HAS A VOLUNTARY BOARD THAT CONTRIBUTES THEIR TIME TO ADVANCE THE PROGRAMS THROUGH THEIR TIME, TALENT, AND TREASURE. ANY TIME A CONFLICT OF INTEREST ARISES, IT IS HANDLED ON A CASE BY CASE BASIS. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | REVIEW OF COMPENSATION IS PERFORMED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS FOR THE CEO, PRESIDENT AND COO. CEO HAS A CONTRACT THAT IS REVIEWED AND RENEWED ON A PERIODIC BASIS BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION. THE CONTRACT STIPULATES ANNUAL INCREASES BASED ON THE CURRENT CPI. A YEAR AGO HOPE DID AN OUTSIDE INDEPENDENT SALARY SURVEY TO CONFIRM RANGE OF SALARIES FOR THE ORGANIZATION. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | REVIEW OF COMPENSATION IS PERFORMED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS FOR THE CEO, PRESIDENT AND COO. CEO HAS A CONTRACT THAT IS RENEWED BY THE COMPENSATION COMMITTEE ON A PERIODIC BASIS. THE CONTRACT STIPULATES ANNUAL INCREASES BASED ON THE CURRENT CPI. KEY EMPLOYEE COMPENSATION IS DECIDED AND APPROVED BY THE CEO AND PRESIDENT. HOPE PERFORMS AN OUTSIDE INDEPENDENT SALARY SURVEY TO CONFIRM RANGE OF SALARIES FOR THE ORGANIZATION. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | DOCUMENTS ARE PROVIDED PER REQUESTS FROM INTERESTED PARTIES. FORM 990 IS ACCESSIBLE VIA GUIDESTAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPE ADVISORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 WILSHIRE BLVD SUITE 3030 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208380765 | EIN |
| Primary Activities | CONSULTING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERATION HOPE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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